Raymond James is seeking a Trust Officer to manage personal trust accounts and provide solutions to complex issues in a remote work environment. The ideal candidate will have experience in trust administration, tax planning, and a strong ability to foster relationships with clients and colleagues
Job Summary
Administers trusts in accordance with statutes and regulations, participating in income tax planning and preparation.
Interacts with Financial Advisors, clients, and beneficiaries to define goals, establish asset allocation, and manage the personal trust administration process.
Assists New Business Development personnel and Financial Advisors in the sales process and answers general inquiries regarding estate planning and trust services.
Matching Summary
Match Score: 85
Raymond James is seeking a Trust Officer to manage personal trust accounts and provide solutions to complex issues in a remote work environment. The ideal candidate will have experience in trust administration, tax planning, and a strong ability to foster relationships with clients and colleagues.
Skills & Requirements
Must-have
Personal trust administration
Fiduciary laws and principles
Income tax planning
Financial markets and products
Client relationship management
Nice-to-have
Coaching and mentoring staff
Cross-organizational collaboration
Ethical principles adherence
Key Requirements
3 to 6 years general experience
Bachelor's degree in Accounting, Business Administration, or Finance
Understanding of IRA regulations
Knowledge of Trust Code of Florida or other applicable states